Recommended

“No, I&#39m not that impressed. Sesame as in Sesame Street makes us looklike a Mickey Mouse industry.”Roger Versteeg, Versteeg Lister & Co “It doesn&#39t really concern me as I&#39m not a Misys member, but I thinkit is a fairly trivial name for a fairly important industry.”Gregory Braithwaite G Braithwaite/The Ethical Partnership “No. It made me […]

IFAs face the scrutiny of letters to clients on execution-onlybusiness as a further wave of stockmarket bonds mature, leavingshortfalls on investors&#39 initial investments.The FSA says it expects to take enforcement action over the productsit has named “precipice” bonds where IFAs&#39 accompanying lettersaremisleading, even if the marketing literature warned the client of thehigh risk.Investors in the […]

National IFA Inter-Alliance is launching a pensions bureau that will offer less qualified IA advisers the option of referring business on to a pensions specialist. The group says rather than de-licensing advisers overnight because they do not have the AFPC G60 qualification it has decided to set up a system that will allow them to […]

IFA group Inter-Alliance International is opening an office inBahrain as part of its Middle East expansion programme.The group has appointed Chris Curry as managing director ofInter-Alliance International Middle East. He will be responsible fordevelopment in the region.The offshore arm of Inter-Alliance plans to develop the Middle Eastregion over the next three years, with Bahrain taking […]

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT). To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]

Newsletter

Latest from Money Marketing

A group of 500 people have launched legal action against Ingenious Media saying they were misled about film investments that were later deemed to be tax avoidance by the government. According to Bloomberg, which cites court documents, employees from companies including Goldman Sachs, Lloyds Banking Group and HSBC are part of the action. British composer Andrew Lloyd-Webber is […]

Embark Services returned to profit in 2017 as it reported an increase in self-invested personal pension clients. Embark Services is a subsidiary of Embark Group that trades under the Hornbuckle and Embark brands. The business reported pre-tax profit for the year ending 31 December 2017 of £136,000 compared with a loss in 2016 of £2.4m. […]

Architas UK has seen inflows drop by just over 70 per cent in the first half of the year. The Axa-owned asset manager reported £152m net inflows for the first six months of 2018, compared with £546m in the first half of 2017. Globally, Architas’s net inflows dropped to €797m (£710.6m) in the first half […]

14th August 20182:45 pm

Comments

Leave a comment

Why register with Money Marketing ?

Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.